RE:RE:RE:RE:fowlerpower josethe blinders is that everyones analysis is laced with bias depending on their position in the company.
Im long so im biased bullish, I see the growth potential in the sector, I see a strong CEO who understands the CPG buisness and how to be profitable. I see a CEO who can execute.
I see a company with some competative advantages that gives them a fighting chance.
You are short, you see the negatives, and you magnify them. You ignore the positives. You ignore that fundamentally the company is already trading at a huge discount because of that past and present risk and negatives.
Your incentives are to lace the board with negative comments to support your position. And - Vice versa for us.
Speaking of incentives - and corporate governance - there has been a pretty large bullish shift with supreme. They really cleaned up the board, and just issued some pretty substantial RSU and Options all at the same time.
https://nongaap.substack.com/p/the-vaxart-of-well-timed-insider
pretty interesting article on VAxart and what happend after those were issued. not saying that will happen to supreme - but the timing seems interesting for supreme. Definitely a bullish signal.